Northwestern Mutual Wealth Management
SHOR

Northwestern Mutual Wealth Management’s ShoreTel, Inc. SHOR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SHOR Stock Details SHOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-250
Closed -$2K – 1986
2015
Q3 		$2K Buy
+250
New +$1.8K ﹤0.01% 1501

Other funds holding SHOR

PWAM
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RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's SHOR Position: Q4 2015 in Review

Northwestern Mutual Wealth Management sold out of ShoreTel, Inc. (SHOR) in Q4 2015, closing a stake of 250 shares — an estimated $2K sold.

Northwestern Mutual Wealth Management first reported a position in SHOR in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 151 funds tracked by Wall St. Rank hold SHOR as of Q4 2015.

  • Northwestern Mutual Wealth Management reported no remaining ShoreTel, Inc. position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 250 ShoreTel, Inc. shares in Q4 2015, an estimated $2K.
  • Northwestern Mutual Wealth Management first reported a position in ShoreTel, Inc. in Q3 2015 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's ShoreTel, Inc. position peaked at $2K in Q3 2015.
  • 151 funds tracked by Wall St. Rank held ShoreTel, Inc. as of Q4 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.